Private Client Director
1 week ago
Job description
Job Advert: Private Client Director
Location: United Kingdom
We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients, gathering new clients, and managing assets. This role focuses on selling and client acquisition, supported by dedicated portfolio management and client service teams.
Key Responsibilities:
* Make warm initial calls to high-net-worth leads and schedule appointments.
* Conduct face-to-face meetings with prospective clients to close business.
* Collaborate with internal teams to transition and retain client relationships.
Qualifications:
* Proven track record of consistent and quantifiable individual sales success with stock market investors.
* RDR Level 4 qualification (or equivalent).
* 5+ years of experience selling to high-net-worth individuals.
* Documented success in closing new investor business.
* A results-driven mindset with a strong focus on achieving goals.
* A calculated risk-taker with a competitive spirit.
* Exceptional interpersonal skills with the ability to connect with diverse audiences.
* Persistent and optimistic outlook with the ability to overcome setbacks.
* Strong ethical standards and professional demeanor.
Who We Are Looking For:
If you are a driven professional with a passion for connecting with high-net-worth individuals, achieving sales goals, and providing exceptional service, we want to hear from you
Job Type: Full-time
Pay: £45,000.00-£74,427.00 per year
Schedule:
* Monday to Friday
Work Location: Remote
-
Private Client Director
5 days ago
London, Greater London, United Kingdom Tate Recruitment Full time £60,000 - £180,000 per yearPrivate Client DirectorSalary £60k basic, first year OTE £120k to £150k, 2nd and 3rd year £200k to £300k results dependent.Location -LondonRemote working - once every 2 months in the office for meetings.Are you a highly entrepreneurial person with aFinancial Investment background dealing with HNW clientswho enjoys building relationships with prospects?...
-
Private Client Director
3 weeks ago
London, United Kingdom RMK Talent Solutions Full timeJob description Job Advert: Private Client Director Location: United Kingdom We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective...
-
Private Client Director
5 days ago
Greater London, United Kingdom Tate Recruitment Full timeDirect message the job poster from Tate RecruitmentPrincipal Consultant @ Tate Recruitment | Recruitment MaverickPrivate Client DirectorSalary £60k basic, first year OTE £120k to £150k results dependent.Location -LondonRemote working - once a month in the office for meetings.Are you a highly entrepreneurial person with a Financial Investment background...
-
Private Client Director
3 weeks ago
London, United Kingdom Fisher Investments Full timeJob DescriptionThe Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial...
-
Private Client Director
2 weeks ago
City Of London, United Kingdom RMK Talent Solutions Full timeOverviewJob Advert: Private Client DirectorLocation: United KingdomWe are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients,...
-
Private Client Director
7 days ago
Greater London, United Kingdom RMK Talent Solutions Full timeJob AdvertLocation: United KingdomWe are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients, gathering new clients, and managing...
-
Relationship Director
3 weeks ago
london, United Kingdom Eden Rose Full timePrivate Client Relationship Director (HNW/UHNW) London & South East Basic to £120,000 plus exceptional reward structure. Company An international employee-owned wealth management firm undergoing considerable growth within the UK market. Role Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients, and the development...
-
Private Client Associate Director
2 weeks ago
London, United Kingdom Brewer Morris Full timeThis is a new to market Associate Director level role within private client advisory. There is flexibility on the location as our client has offices around the UK and there is the opportunity for hybrid working. Within this private client tax role you will be working with HNWI and wealthy families based in the UK and internationally. Ideally you will...
-
Private Client Director
3 weeks ago
London, United Kingdom Fisher Investments Full timeThe Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and...
-
Private Client Director
4 weeks ago
London, United Kingdom Fisher Investments Full timeThe Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person...
